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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,968 | $60,139-50.2% | $90,461-66.9% | $79,856-62.5% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.3pp |
| Annual return | 15.33% | 71.96%-56.6pp | 1294.76%-1279.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $166 | $2,069-92.0% | $3,264-94.9% | $2,471-93.3% |
| Participant deferral / active EE | $1,103 | $2,939-62.5% | $3,964-72.2% | $3,741-70.5% |
| Admin fee / account holder | $1,087 | $3,978-72.7% | $5,617-80.6% | $5,306-79.5% |